--- title: "Introduction to Processes" canonical_url: "https://www.nutrient.io/guides/workflow-automation/admin-guide/processes/" md_url: "https://www.nutrient.io/guides/workflow-automation/admin-guide/processes.md" last_updated: "2026-05-30T02:20:01.437Z" description: "Learn to manage workflows with Nutrient Workflow Automation process library. Create, import, and configure processes with role assignments, KPIs, and API integration." --- # Processes Processes are the foundation of workflow automation in Nutrient. They define the sequence of tasks, approvals, and actions that guide work through your organization. This section covers everything you need to know about creating, managing, and optimizing processes. ## What are processes in Nutrient Workflow Automation? A process is a structured workflow that defines how work moves through your organization. Each process contains: - **Tasks** - Individual steps that require action or decision-making - **Rules** - Logic that determines the path work takes through the process - **Forms** - Data collection points that capture information - **Notifications** - Automated alerts that keep stakeholders informed ## Prerequisites Before working with processes, ensure you have: - Administrator or Process Manager role in Nutrient Workflow Automation - Understanding of your organization’s approval workflows - Familiarity with basic Nutrient concepts covered in the [administrator overview][] ## Common process management scenarios Most organizations use processes for: - **Employee onboarding** - Multi-step workflows with approvals and document collection - **Purchase approvals** - Financial workflows with role-based authorization - **Change requests** - IT and business process change management - **Document approvals** - Review and approval cycles for contracts and policies ## Core process management Start here to understand the fundamentals: [Process Library Overview](https://www.nutrient.io/guides/workflow-automation/admin-guide/processes/process-library-overview.md) [Create a New Process](https://www.nutrient.io/guides/workflow-automation/admin-guide/processes/create-a-new-process.md) [Process Importing](https://www.nutrient.io/guides/workflow-automation/admin-guide/processes/process-importing.md) ## Process configuration Configure your processes for optimal performance: [Process Menu: Process Builder](https://www.nutrient.io/guides/workflow-automation/admin-guide/processes/process-menu/process-flow.md) [Process Menu: Task Tab](https://www.nutrient.io/guides/workflow-automation/admin-guide/processes/process-menu/task-list-view.md) [Process Menu: Request Detail Config](https://www.nutrient.io/guides/workflow-automation/admin-guide/processes/process-menu/request-detail-config.md) [Process Menu: KPIs](https://www.nutrient.io/guides/workflow-automation/admin-guide/processes/process-menu/kpis.md) ## Process detail settings Manage individual process configurations and options: [Process Detail: Allowing Ad-hoc Related Requests](https://www.nutrient.io/guides/workflow-automation/admin-guide/processes/process-detail/process-detail-allowing-ad.md) [Process Detail: Copying/Exporting/Version](https://www.nutrient.io/guides/workflow-automation/admin-guide/processes/process-detail/copy-export-version-a-process.md) [Process Detail: Deleting a Process](https://www.nutrient.io/guides/workflow-automation/admin-guide/processes/process-detail/process-detail-deleting-a-process.md) [Process Detail: Form Questions](https://www.nutrient.io/guides/workflow-automation/admin-guide/processes/process-detail/process-detail-form-questions.md) [Process Detail: Links/API Options](https://www.nutrient.io/guides/workflow-automation/admin-guide/processes/process-detail/process-detail-links-api-options.md) [Process Detail: Publish Status](https://www.nutrient.io/guides/workflow-automation/admin-guide/processes/process-detail/process-detail-publish-status.md) [Process Detail: Set Roles & Permissions](https://www.nutrient.io/guides/workflow-automation/admin-guide/processes/process-detail/process-detail-set-roles-permissions.md) [Process Menu: Process Detail](https://www.nutrient.io/guides/workflow-automation/admin-guide/processes/process-detail.md) [Process Menu: Run Request](https://www.nutrient.io/guides/workflow-automation/admin-guide/processes/process-menu/run-request.md) [Process Menu: Discussion Tab](https://www.nutrient.io/guides/workflow-automation/admin-guide/processes/process-menu/discussion.md) [Process Menu: Flow View](https://www.nutrient.io/guides/workflow-automation/admin-guide/processes/process-menu/flow-view.md) [Task Overview](https://www.nutrient.io/guides/workflow-automation/admin-guide/processes/tasks.md) [Creating a Task](https://www.nutrient.io/guides/workflow-automation/admin-guide/processes/tasks/creating-a-task.md) [Task Menu Options](https://www.nutrient.io/guides/workflow-automation/admin-guide/processes/tasks/task-menu.md) [Task Menu: Edit Detail](https://www.nutrient.io/guides/workflow-automation/admin-guide/processes/tasks/task-menu/configuration/edit-detail.md) [Task Menu: Configure Rules](https://www.nutrient.io/guides/workflow-automation/admin-guide/processes/tasks/task-menu/configuration/configure-rules-editor.md) [Task Menu: Display Settings](https://www.nutrient.io/guides/workflow-automation/admin-guide/processes/tasks/task-menu/configuration/display-settings.md) [Task Menu: Notification Settings](https://www.nutrient.io/guides/workflow-automation/admin-guide/processes/tasks/task-menu/configuration/notification-settings.md) [Task Menu: Reminders and Timeouts](https://www.nutrient.io/guides/workflow-automation/admin-guide/processes/tasks/task-menu/configuration/reminders-and-timeouts.md) [Task Menu: Advanced Settings](https://www.nutrient.io/guides/workflow-automation/admin-guide/processes/tasks/task-menu/configuration.md) [Task Menu: Dynamic Names](https://www.nutrient.io/guides/workflow-automation/admin-guide/processes/tasks/task-menu/configuration/dynamic-names.md) [Task Menu: Recipients](https://www.nutrient.io/guides/workflow-automation/admin-guide/processes/tasks/task-menu/recipients/setting-recipients.md) [Task Menu: Assignment Settings](https://www.nutrient.io/guides/workflow-automation/admin-guide/processes/tasks/task-menu/recipients/assignment-settings.md) [Task Menu: Recipient Rules](https://www.nutrient.io/guides/workflow-automation/admin-guide/processes/tasks/task-menu/recipients/recipient-rules.md) ## Task types and configuration Explore the different task types available for your processes: [Complete List of Task Types](https://www.nutrient.io/guides/workflow-automation/admin-guide/processes/tasks/standard-task/complete-list-of-task-types.md) ### Standard tasks Basic task types for common workflow needs: [Standard Task: Approval Task](https://www.nutrient.io/guides/workflow-automation/admin-guide/processes/tasks/standard-task/approval-task.md) [Approval Task: Approval by Email](https://www.nutrient.io/guides/workflow-automation/admin-guide/processes/tasks/standard-task/approval-task/approval-by-email.md) [Approval Task: Approval with Comments](https://www.nutrient.io/guides/workflow-automation/admin-guide/processes/tasks/standard-task/approval-task/approval-with-comments.md) [Approval Task: Displaying Forms in an Approval](https://www.nutrient.io/guides/workflow-automation/admin-guide/processes/tasks/standard-task/approval-task/displaying-forms-in-an-approval.md) [Approval Task: Previous Approvers](https://www.nutrient.io/guides/workflow-automation/admin-guide/processes/tasks/standard-task/approval-task/previous-approvers.md) [Approval Task: Agentic Approval](https://www.nutrient.io/guides/workflow-automation/admin-guide/processes/tasks/standard-task/approval-task/ai-agentic-approval.md) [Standard Task: Counter Task](https://www.nutrient.io/guides/workflow-automation/admin-guide/processes/tasks/standard-task/standard-task-counter-task.md) [Standard Task: Data Container](https://www.nutrient.io/guides/workflow-automation/admin-guide/processes/tasks/standard-task/standard-task-data-container.md) [Standard Task: Dynamic Assigner](https://www.nutrient.io/guides/workflow-automation/admin-guide/processes/tasks/standard-task/standard-task-dynamic-assigner.md) [Standard Task: Dynamic Notification](https://www.nutrient.io/guides/workflow-automation/admin-guide/processes/tasks/standard-task/standard-task-dynamic-notification.md) [Standard Task: Excel Batch](https://www.nutrient.io/guides/workflow-automation/admin-guide/processes/tasks/standard-task/standard-task-excel-batch.md) [Standard Task: Excel Import](https://www.nutrient.io/guides/workflow-automation/admin-guide/processes/tasks/standard-task/standard-task-excel-import.md) [Standard Task: Form Task](https://www.nutrient.io/guides/workflow-automation/admin-guide/processes/tasks/standard-task/standard-task-form-task.md) [Standard Tasks: Form Prefills](https://www.nutrient.io/guides/workflow-automation/admin-guide/processes/tasks/standard-task/standard-tasks-form-prefills.md) [Standard Task: Form Assigner](https://www.nutrient.io/guides/workflow-automation/admin-guide/processes/tasks/standard-task/standard-task-form-assigner.md) [Standard Task: FTP Push Task](https://www.nutrient.io/guides/workflow-automation/admin-guide/processes/tasks/standard-task/standard-task-ftp-push-task.md) [Standard Task: General Notification](https://www.nutrient.io/guides/workflow-automation/admin-guide/processes/tasks/standard-task/standard-task-general-notification.md) ## Standard task [Passing Data From A Child Request Back To The Parent](https://www.nutrient.io/guides/workflow-automation/admin-guide/processes/tasks/standard-task/passing-data-from-child-request-back-to-parent.md) [Premium (Add-On) Task: Document Generation](https://www.nutrient.io/guides/workflow-automation/admin-guide/processes/tasks/standard-task/premium-add-on-task-document-generation.md) [Standard Task: Launch Request](https://www.nutrient.io/guides/workflow-automation/admin-guide/processes/tasks/standard-task/standard-task-launch-request.md) [Standard Task: Local File Copy](https://www.nutrient.io/guides/workflow-automation/admin-guide/processes/tasks/standard-task/standard-task-file-copy.md) [Standard Task: Milestone](https://www.nutrient.io/guides/workflow-automation/admin-guide/processes/tasks/standard-task/standard-task-milestone.md) [Standard Task: Open URL](https://www.nutrient.io/guides/workflow-automation/admin-guide/processes/tasks/standard-task/standard-task-open-url.md) [Standard Task: PDF Generator](https://www.nutrient.io/guides/workflow-automation/admin-guide/processes/tasks/standard-task/standard-task-pdf-generator.md) [Standard Task: PDF Merge](https://www.nutrient.io/guides/workflow-automation/admin-guide/processes/tasks/standard-task/standard-task-pdf-merge.md) [Standard Task: Task Assigner](https://www.nutrient.io/guides/workflow-automation/admin-guide/processes/tasks/standard-task/standard-task-task-assigner.md) [Standard Task: Task Scheduler](https://www.nutrient.io/guides/workflow-automation/admin-guide/processes/tasks/standard-task/standard-task-task-scheduler.md) [Standard Task: User Profile](https://www.nutrient.io/guides/workflow-automation/admin-guide/processes/tasks/standard-task/standard-task-user-profile.md) [Integration Task: Database Pull](https://www.nutrient.io/guides/workflow-automation/admin-guide/processes/tasks/integration-task/integration-task-database-pull.md) [Integration Task: Database Push](https://www.nutrient.io/guides/workflow-automation/admin-guide/processes/tasks/integration-task/integration-task-database-push.md) [Integration Task: Rest Client](https://www.nutrient.io/guides/workflow-automation/admin-guide/processes/tasks/integration-task/integration-task-rest-client.md) [Integration Task: Web Service](https://www.nutrient.io/guides/workflow-automation/admin-guide/processes/tasks/integration-task/integration-task-web-service.md) ### Integration tasks Connect your processes with external systems: [Integration Task: AI Data Extraction](https://www.nutrient.io/guides/workflow-automation/admin-guide/processes/tasks/integration-task/integration-task-ai-data-extraction.md) [Upload File to Sharepoint](https://www.nutrient.io/guides/workflow-automation/admin-guide/processes/tasks/integration-task/upload-file-to-sharepoint.md) [Integration Task: Lambda](https://www.nutrient.io/guides/workflow-automation/admin-guide/processes/tasks/integration-task/integration-task-lambda.md) ## What’s next After mastering process basics: - Review [KPI tracking and reports](https://www.nutrient.io/guides/workflow-automation/admin-guide/reports-and-kpis.md) for process optimization - Set up [user roles and permissions](https://www.nutrient.io/guides/workflow-automation/admin-guide/users-groups-and-categories.md) for process security --- ## Related pages - [Create and manage your new workflow processes](/guides/workflow-automation/admin-guide/processes/create-a-new-process.md) - [Process importing](/guides/workflow-automation/admin-guide/processes/process-importing.md) - [Process library overview](/guides/workflow-automation/admin-guide/processes/process-library-overview.md) ## Pages in this section - [Mastering process management: Copy, version, export](/guides/workflow-automation/admin-guide/processes/process-detail/copy-export-version-a-process.md) - [How to delete a process safely](/guides/workflow-automation/admin-guide/processes/process-detail/process-detail-deleting-a-process.md) - [Optimize process management with ad-hoc requests](/guides/workflow-automation/admin-guide/processes/process-detail/process-detail-allowing-ad.md) - [Understanding publish statuses in process management](/guides/workflow-automation/admin-guide/processes/process-detail/process-detail-publish-status.md) - [Manage process details efficiently with Nutrient Workflow](/guides/workflow-automation/admin-guide/processes/process-detail.md) - [Optimize your processes with QR code scanning](/guides/workflow-automation/admin-guide/processes/process-detail/process-detail-links-api-options.md) - [Efficiently manage form questions in workflows](/guides/workflow-automation/admin-guide/processes/process-detail/process-detail-form-questions.md) - [Set roles and permissions](/guides/workflow-automation/admin-guide/processes/process-detail/process-detail-set-roles-permissions.md) - [Optimize your processes with effective KPIs](/guides/workflow-automation/admin-guide/processes/process-menu/kpis.md) - [Optimize your workflow with Flow View capabilities](/guides/workflow-automation/admin-guide/processes/process-menu/flow-view.md) - [Process Builder overview](/guides/workflow-automation/admin-guide/processes/process-menu/process-flow.md) - [Communicate within requests using discussion tabs](/guides/workflow-automation/admin-guide/processes/process-menu/discussion.md) - [Customize the request detail screen for efficiency](/guides/workflow-automation/admin-guide/processes/process-menu/request-detail-config.md) - [Test your processes effectively with Run Request](/guides/workflow-automation/admin-guide/processes/process-menu/run-request.md) - [Manage tasks effectively in your workflow automation](/guides/workflow-automation/admin-guide/processes/process-menu/task-list-view.md) - [Add tasks to your workflow process](/guides/workflow-automation/admin-guide/processes/tasks/creating-a-task.md) - [Understanding tasks in workflow automation](/guides/workflow-automation/admin-guide/processes/tasks.md) - [Configure a Database Push task](/guides/workflow-automation/admin-guide/processes/tasks/integration-task/integration-task-database-push.md) - [Use AI in your workflow to extract, validate, or analyze data](/guides/workflow-automation/admin-guide/processes/tasks/integration-task/integration-task-ai-data-extraction.md) - [Optimize your processes with AWS Lambda integration](/guides/workflow-automation/admin-guide/processes/tasks/integration-task/integration-task-lambda.md) - [Configure a Database Pull task](/guides/workflow-automation/admin-guide/processes/tasks/integration-task/integration-task-database-pull.md) - [Configure a Web Service task](/guides/workflow-automation/admin-guide/processes/tasks/integration-task/integration-task-web-service.md) - [Configure REST client for web service integration](/guides/workflow-automation/admin-guide/processes/tasks/integration-task/integration-task-rest-client.md) - [Effortlessly upload files to SharePoint via Lambda](/guides/workflow-automation/admin-guide/processes/tasks/integration-task/upload-file-to-sharepoint.md) - [Configure tasks effectively in your process flow](/guides/workflow-automation/admin-guide/processes/tasks/task-menu.md) - [List of task types](/guides/workflow-automation/admin-guide/processes/tasks/standard-task/complete-list-of-task-types.md) - [Document Signing task configuration](/guides/workflow-automation/admin-guide/processes/tasks/standard-task/document-signing-task.md) - [Catch submission issues before they reach the approver](/guides/workflow-automation/admin-guide/processes/tasks/standard-task/ai-form-review.md) - [Effective data transfer between parent and child requests](/guides/workflow-automation/admin-guide/processes/tasks/standard-task/passing-data-from-child-request-back-to-parent.md) - [How to configure the dynamic assigner task](/guides/workflow-automation/admin-guide/processes/tasks/standard-task/standard-task-dynamic-assigner.md) - [Streamline API workflows with data container tasks](/guides/workflow-automation/admin-guide/processes/tasks/standard-task/standard-task-data-container.md) - [Create documents with Document Generation](/guides/workflow-automation/admin-guide/processes/tasks/standard-task/premium-add-on-task-document-generation.md) - [Optimize your workflow with counter tasks](/guides/workflow-automation/admin-guide/processes/tasks/standard-task/standard-task-counter-task.md) - [Configure dynamic email notifications seamlessly](/guides/workflow-automation/admin-guide/processes/tasks/standard-task/standard-task-dynamic-notification.md) - [Excel Import task configuration](/guides/workflow-automation/admin-guide/processes/tasks/standard-task/standard-task-excel-import.md) - [Use the Excel Batch task in a workflow](/guides/workflow-automation/admin-guide/processes/tasks/standard-task/standard-task-excel-batch.md) - [File Copy task configuration](/guides/workflow-automation/admin-guide/processes/tasks/standard-task/standard-task-file-copy.md) - [Enhance your processes with general notifications](/guides/workflow-automation/admin-guide/processes/tasks/standard-task/standard-task-general-notification.md) - [Customize task assignments with Form Assigner](/guides/workflow-automation/admin-guide/processes/tasks/standard-task/standard-task-form-assigner.md) - [Form task configuration](/guides/workflow-automation/admin-guide/processes/tasks/standard-task/standard-task-form-task.md) - [Simplifying workflow with Launch Request management](/guides/workflow-automation/admin-guide/processes/tasks/standard-task/standard-task-launch-request.md) - [Streamline file transfers with FTP Push Task](/guides/workflow-automation/admin-guide/processes/tasks/standard-task/standard-task-ftp-push-task.md) - [Understanding milestone tasks in workflow automation](/guides/workflow-automation/admin-guide/processes/tasks/standard-task/standard-task-milestone.md) - [Master the Open URL Task for Workflow Automation](/guides/workflow-automation/admin-guide/processes/tasks/standard-task/standard-task-open-url.md) - [Streamline your processes with PDF generator task](/guides/workflow-automation/admin-guide/processes/tasks/standard-task/standard-task-pdf-generator.md) - [Schedule future tasks effortlessly with Task Scheduler](/guides/workflow-automation/admin-guide/processes/tasks/standard-task/standard-task-task-scheduler.md) - [Effortlessly merge PDFs with ease](/guides/workflow-automation/admin-guide/processes/tasks/standard-task/standard-task-pdf-merge.md) - [Effortlessly manage user profile updates](/guides/workflow-automation/admin-guide/processes/tasks/standard-task/standard-task-user-profile.md) - [Efficient task assignment with Task Assigner](/guides/workflow-automation/admin-guide/processes/tasks/standard-task/standard-task-task-assigner.md) - [Configure form prefills](/guides/workflow-automation/admin-guide/processes/tasks/standard-task/standard-tasks-form-prefills.md) - [Streamline task management with dynamic naming](/guides/workflow-automation/admin-guide/processes/tasks/task-menu/configuration/dynamic-names.md) - [Optimize task display settings for better efficiency](/guides/workflow-automation/admin-guide/processes/tasks/task-menu/configuration/display-settings.md) - [Mastering the Edit Detail feature for tasks](/guides/workflow-automation/admin-guide/processes/tasks/task-menu/configuration/edit-detail.md) - [Configure task start rules](/guides/workflow-automation/admin-guide/processes/tasks/task-menu/configuration/configure-rules-editor.md) - [Task configuration options](/guides/workflow-automation/admin-guide/processes/tasks/task-menu/configuration.md) - [Master task management with reminders and timeouts](/guides/workflow-automation/admin-guide/processes/tasks/task-menu/configuration/reminders-and-timeouts.md) - [Customize task menu email notifications](/guides/workflow-automation/admin-guide/processes/tasks/task-menu/configuration/notification-settings.md) - [Optimize task assignment with assignment settings](/guides/workflow-automation/admin-guide/processes/tasks/task-menu/recipients/assignment-settings.md) - [Task recipient options](/guides/workflow-automation/admin-guide/processes/tasks/task-menu/recipients.md) - [Optimize task management with recipient configurations](/guides/workflow-automation/admin-guide/processes/tasks/task-menu/recipients/setting-recipients.md) - [Mastering recipient rules for effective workflow](/guides/workflow-automation/admin-guide/processes/tasks/task-menu/recipients/recipient-rules.md) - [Configure your approval task for better feedback](/guides/workflow-automation/admin-guide/processes/tasks/standard-task/approval-task/approval-with-comments.md) - [Streamline workflows with email approval tasks](/guides/workflow-automation/admin-guide/processes/tasks/standard-task/approval-task/approval-by-email.md) - [Enhance approval decisions with AI-powered analysis](/guides/workflow-automation/admin-guide/processes/tasks/standard-task/approval-task/ai-agentic-approval.md) - [Display specific forms in approval tasks](/guides/workflow-automation/admin-guide/processes/tasks/standard-task/approval-task/displaying-forms-in-an-approval.md) - [Using approval tasks for decision-making](/guides/workflow-automation/admin-guide/processes/tasks/standard-task/approval-task.md) - [Streamline approval tasks with previous approvers](/guides/workflow-automation/admin-guide/processes/tasks/standard-task/approval-task/previous-approvers.md)